Careers at 361 Capital

At 361 Capital, we are always on the lookout for hardworking, enthusiastic people to join our team. We are interested in smart, driven individuals who are excited about playing an integral role in our fast growing company.

Internal Sales Consultant

We are looking for a future top contributor with multiple strengths.

361 Capital is a boutique investment firm with aggressive asset growth goals, and is seeking to hire an Internal Sales Consultant to support the sales efforts of the Director of Sales and report to the SVP of Sales. There will be opportunity to align your career growth goals with the 361 Capital’s.

Required Skills:

  • Both Strategic and Tactile Sales Skills
  • Strong Phone Skill
  • Understanding how to organize data to effectively identify top sales opportunities
  • Basic knowledge of portfolio concepts and financial management
  • Alternative investment Product Knowledge
  • Strong self-motived work ethic
  • Competitive
  • Creative problem solving ability
  • Thrive in a team focused environment
  • Coachable
  • Adaptable
  • Strong communication and interpersonal skills
  • Advanced MS office skills

Responsibilities include:

  • Supporting existing territories and maintaining a high level of activity to meet or exceed daily/monthly goals, sales campaigns, and individual objectives.
  • Develop, maintain and report on the sales pipeline, including data mining for additional prospects
  • Provide investment information, competitive data, positioning points, pricing and other support as needed to the internal partners
  • Coordinate development of annual strategic business plan with Investment Sales team
  • Qualifying sales leads
  • Positioning 361 Capital’s products and investment insight appropriately to sales
  • Developing strong advisor relationships
  • Direct sales and new business development from targeted advisors
  • Providing back office support to sales field
  • Providing general product and marketing support
  • Proactive sales support to uncover, drive and expand opportunities

Educational Requirements

Bachelor’s Degree with an area of concentration in Finance, Business, Management, or Communication

Professional License Requirements

Series 6 or 7 and 63 required

Experience Requirements

2-5 years of financial services sales

If you meet the requirements please continue the process by sending your resume to careers@361capital.com


Investment Sales Assistant

361 Capital is searching for an Investment Sales Assistant who can offer reliable support to the sales team and help improve efficiency as sales volume increases. The Investment Sales Assistant will be responsible for administrative duties, maintaining regular contact with larger clients, managing to-do’s of the external sales team, follow up with appropriate materials upon request and updating the client contact information as needed using Salesforce.

DUTIES and RESPONSIBILITIES:

  • Supports the sales team on an as needed basis including travel, expense reports, and scheduling meetings.
  • Track sales progress
  • Assists sales team with updating and maintaining the information in CRM (Salesforce) to preserve its accuracy and functionality.
  • Create tasks and follow ups in CRM (Salesforce)
  • Ability to work well with all levels of internal management and staff, as well as outside clients
  • Creates and maintains various databases and spreadsheet files
  • Maintains confidentiality of all corporate, personnel, and research.
  • Performs other duties as assigned

MINIMUM EXPERIENCE:

  • 2+ years’ sales support experience
  • Proficiency Microsoft Office
  • Ability to prioritize and meet deadlines in a fast-paced corporate environment

MINIMUM EDUCATION, TRAINING AND CERTIFICATIONS:

  • Associate degree required (Bachelor’s Degree in Business Administration or related field preferred)

PREFERRED QUALIFICATIONS:

  • Previous experience in financial services industry and Series 6 or 7 preferred

If you meet the requirements please continue the process by sending your resume to careers@361capital.com

 


These job descriptions indicates in general terms, the type and level of work performed as well as the typical responsibilities of employees in this role. The duties described are not to be interpreted as being all-inclusive to any specific employee. 361 Capital reserves the right to add, modify, change or rescind the work assignments as needed. Nothing in this position description changes the at-will employment relationship existing between 361 Capital and its employees.